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ZIP Code Database - Facts & Stats

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ZIP Code 28277 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 28277 Data

Zip Code:28277
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:704
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28277 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28277 [1] 32,810
Total Number of Single Tax Returns for ZIP Code 28277 11,300
Total Number of Joint Tax Returns for ZIP Code 28277 15,530
Total Number of Dependents for ZIP Code 28277 22,890
Total Adjusted Gross Income for ZIP Code 28277 $4,101,881,000
Average Income per Person for ZIP Code 28277 $68,750
Average Income per Household for ZIP Code 28277 $125,019

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 7,770
Number of single returns 6,260
Number of joint returns 760
Number of head of household returns 620
Number of returns with paid preparer's signature 3,490
Number of exemptions 7,230
Number of dependents 1,570
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 1,380
Adjust gross income (AGI) [5] $83,349,000
Number of returns with total income 7,770
Salaries and wages amount $86,063,000
Number of returns with salaries and wages 5,840
Salaries and wages amount $61,088
Number of returns with taxable interest 1,300
Taxable interest amount $805
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $2,404,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $1,570
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 1,480
Business or professional net income (less loss) amount $9,663,000
Number of returns with net capital gain (less loss) 1,160
Net capital gain (less loss) amount $1,692,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $3,854,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $6,478,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $310,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $828,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount ($73,000)
Number of returns with total statutory adjustments 1,660
Total statutory adjustments amount $2,714,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $120,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $507,000
Number of returns with IRA payments 60
IRA payments amount $229,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $291,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $275,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 780
Total itemized deductions amount $12,810,000
Amount of AGI for itemized returns $11,124,000
Number of returns with State and local income taxes 350
State and local income taxes amount $453,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $197,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,811,000
Number of returns with taxes paid 750
Taxes paid amount $2,724,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,800,000
Number of returns with contributions 580
Contributions amount $1,111,000
Number of returns with taxable income 3,390
Taxable income amount $19,870,000
Number of returns with income tax before credits 3,300
Income tax before credits amount $2,122,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $267,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 110
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,230
Self-employment tax amount $1,673,000
Number of returns with total tax payments 6,620
Total tax payments amount $10,605,000
Number of returns with earned income credit 1,610
Earned income credit amount [8] $3,382,000
Number of returns with excess earned income credit 1,270
Excess earned income credit (refundable) amount [9] $2,631,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $843,000
Number of returns with refundable education credit 330
Refundable education credit amount $287,000
Number of returns with income tax 2,880
Income tax amount [10] $1,855,000
Number of returns with tax liability 3,870
Total tax liability amount [11] $3,678,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $1,010,000
Number of returns with overpayments refunded 5,920
Overpayments refunded amount [13] $7,791,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $122,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 5,010
Number of single returns 2,960
Number of joint returns 1,120
Number of head of household returns 780
Number of returns with paid preparer's signature 2,310
Number of exemptions 8,400
Number of dependents 2,330
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $186,688,000
Number of returns with total income 5,010
Salaries and wages amount $191,046,000
Number of returns with salaries and wages 4,120
Salaries and wages amount $145,505
Number of returns with taxable interest 1,130
Taxable interest amount $823
Number of returns with ordinary dividends 870
Ordinary dividends amount $3,336,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $2,344
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $327
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $10,515,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $2,280,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $6,093,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $11,812,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $512,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $6,304,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $2,845,000
Number of returns with total statutory adjustments 1,670
Total statutory adjustments amount $4,358,000
Number of returns with educator expenses 170
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $907,000
Number of returns with IRA payments 150
IRA payments amount $688,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $824,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,360
Total itemized deductions amount $23,589,000
Amount of AGI for itemized returns $52,587,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $2,046,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $211,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $3,207,000
Number of returns with taxes paid 1,350
Taxes paid amount $5,854,000
Number of returns with mortgage interest paid 870
Mortgage interest paid amount $5,580,000
Number of returns with contributions 1,070
Contributions amount $2,998,000
Number of returns with taxable income 4,770
Taxable income amount $101,264,000
Number of returns with income tax before credits 4,750
Income tax before credits amount $12,741,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,850
Total tax credits amount $1,545,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $124,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $500,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $124,000
Number of returns with child tax credit 800
Child tax credit amount $742,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 710
Self-employment tax amount $1,996,000
Number of returns with total tax payments 4,740
Total tax payments amount $20,300,000
Number of returns with earned income credit 830
Earned income credit amount [8] $1,714,000
Number of returns with excess earned income credit 600
Excess earned income credit (refundable) amount [9] $1,201,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $790,000
Number of returns with refundable education credit 290
Refundable education credit amount $276,000
Number of returns with income tax 4,150
Income tax amount [10] $11,196,000
Number of returns with tax liability 4,430
Total tax liability amount [11] $13,459,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $2,337,000
Number of returns with overpayments refunded 3,800
Overpayments refunded amount [13] $8,927,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $179,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns 4,080
Number of single returns 2,030
Number of joint returns 1,360
Number of head of household returns 550
Number of returns with paid preparer's signature 1,980
Number of exemptions 7,610
Number of dependents 2,180
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $253,348,000
Number of returns with total income 4,080
Salaries and wages amount $257,862,000
Number of returns with salaries and wages 3,450
Salaries and wages amount $196,427
Number of returns with taxable interest 1,350
Taxable interest amount $1,125
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $3,726,000
Number of returns with qualified dividends 960
Qualified dividends amount [6] $2,588
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $502
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount $7,300,000
Number of returns with net capital gain (less loss) 940
Net capital gain (less loss) amount $3,755,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $9,465,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $18,223,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $382,000
Number of returns with taxable Social Security benefits 770
Taxable Social Security benefits amount $12,384,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $4,479,000
Number of returns with total statutory adjustments 1,480
Total statutory adjustments amount $4,514,000
Number of returns with educator expenses 140
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $319,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $852,000
Number of returns with IRA payments 140
IRA payments amount $781,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $735,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,930
Total itemized deductions amount $36,227,000
Amount of AGI for itemized returns $121,260,000
Number of returns with State and local income taxes 1,730
State and local income taxes amount $5,164,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $224,000
Number of returns with real estate taxes 1,570
Real estate taxes amount $5,064,000
Number of returns with taxes paid 1,930
Taxes paid amount $11,115,000
Number of returns with mortgage interest paid 1,410
Mortgage interest paid amount $9,775,000
Number of returns with contributions 1,600
Contributions amount $4,736,000
Number of returns with taxable income 4,040
Taxable income amount $167,437,000
Number of returns with income tax before credits 4,020
Income tax before credits amount $24,420,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,550
Total tax credits amount $1,997,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $61,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $412,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 940
Child tax credit amount $1,340,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,518,000
Number of returns with total tax payments 3,970
Total tax payments amount $29,684,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 120
Additional child tax credit amount $147,000
Number of returns with refundable education credit 230
Refundable education credit amount $218,000
Number of returns with income tax 3,880
Income tax amount [10] $22,423,000
Number of returns with tax liability 3,950
Total tax liability amount [11] $24,205,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,090
Tax due at time of filing amount [12] $3,091,000
Number of returns with overpayments refunded 2,890
Overpayments refunded amount [13] $8,177,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $253,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns 3,320
Number of single returns 1,090
Number of joint returns 1,810
Number of head of household returns 320
Number of returns with paid preparer's signature 1,730
Number of exemptions 7,510
Number of dependents 2,390
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $288,859,000
Number of returns with total income 3,320
Salaries and wages amount $292,815,000
Number of returns with salaries and wages 2,860
Salaries and wages amount $224,214
Number of returns with taxable interest 1,290
Taxable interest amount $1,887
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $4,931,000
Number of returns with qualified dividends 990
Qualified dividends amount [6] $3,489
Number of returns with state and local income tax refunds 1,030
State and local income tax refunds amount $706
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $6,170,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $5,109,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $11,540,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $17,602,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $260,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $13,695,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $5,444,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $3,956,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $866,000
Number of returns with IRA payments 130
IRA payments amount $813,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $392,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,990
Total itemized deductions amount $41,925,000
Amount of AGI for itemized returns $174,633,000
Number of returns with State and local income taxes 1,900
State and local income taxes amount $8,046,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $159,000
Number of returns with real estate taxes 1,680
Real estate taxes amount $5,933,000
Number of returns with taxes paid 1,990
Taxes paid amount $14,951,000
Number of returns with mortgage interest paid 1,520
Mortgage interest paid amount $11,312,000
Number of returns with contributions 1,660
Contributions amount $5,423,000
Number of returns with taxable income 3,300
Taxable income amount $202,774,000
Number of returns with income tax before credits 3,280
Income tax before credits amount $31,410,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,620
Total tax credits amount $2,234,000
Number of returns with foreign tax credit 420
Foreign tax credit amount $91,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $120,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $325,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,090
Child tax credit amount $1,634,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,255,000
Number of returns with total tax payments 3,250
Total tax payments amount $35,624,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $41,000
Number of returns with refundable education credit 160
Refundable education credit amount $157,000
Number of returns with income tax 3,260
Income tax amount [10] $29,176,000
Number of returns with tax liability 3,280
Total tax liability amount [11] $30,768,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [12] $3,244,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $7,654,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $360,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns 7,580
Number of single returns 1,140
Number of joint returns 5,920
Number of head of household returns 420
Number of returns with paid preparer's signature 4,060
Number of exemptions 21,230
Number of dependents 7,720
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 1,720
Adjust gross income (AGI) [5] $1,073,017,000
Number of returns with total income 7,580
Salaries and wages amount $1,088,353,000
Number of returns with salaries and wages 6,910
Salaries and wages amount $872,271
Number of returns with taxable interest 3,860
Taxable interest amount $4,142
Number of returns with ordinary dividends 3,340
Ordinary dividends amount $18,292,000
Number of returns with qualified dividends 3,180
Qualified dividends amount [6] $13,638
Number of returns with state and local income tax refunds 3,510
State and local income tax refunds amount $2,916
Number of returns with business or professional net income (less loss) 1,470
Business or professional net income (less loss) amount $24,467,000
Number of returns with net capital gain (less loss) 3,060
Net capital gain (less loss) amount $24,907,000
Number of returns with taxable individual retirement arrangements distributions 1,140
Taxable individual retirement arrangements distributions amount $33,233,000
Number of returns with taxable pensions and annuities 1,520
Taxable pensions and annuities amount $49,678,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $585,000
Number of returns with taxable Social Security benefits 1,110
Taxable Social Security benefits amount $28,344,000
Number of returns with partnership/S-corp net income (less loss) 950
Partnership/S-corp net income (less loss) amount $25,806,000
Number of returns with total statutory adjustments 2,750
Total statutory adjustments amount $15,336,000
Number of returns with educator expenses 280
Educator expenses amount $72,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,713,000
Number of returns with self-employment health insurance deduction 330
Self-employment health insurance deduction amount $3,470,000
Number of returns with IRA payments 430
IRA payments amount $2,465,000
Number of returns with student loan interest deduction 670
Student loan interest deduction amount $783,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $237,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $193,000
Number of returns with itemized deductions 6,270
Total itemized deductions amount $159,880,000
Amount of AGI for itemized returns $903,902,000
Number of returns with State and local income taxes 6,100
State and local income taxes amount $44,748,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $275,000
Number of returns with real estate taxes 5,700
Real estate taxes amount $24,439,000
Number of returns with taxes paid 6,270
Taxes paid amount $72,525,000
Number of returns with mortgage interest paid 5,260
Mortgage interest paid amount $46,008,000
Number of returns with contributions 5,510
Contributions amount $21,372,000
Number of returns with taxable income 7,570
Taxable income amount $811,824,000
Number of returns with income tax before credits 7,550
Income tax before credits amount $144,035,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $616,000
Number of returns with total tax credits 3,710
Total tax credits amount $4,052,000
Number of returns with foreign tax credit 1,330
Foreign tax credit amount $450,000
Number of returns with child and dependent care credit 930
Child and dependent care credit amount $492,000
Number of returns with nonrefundable education credit 580
Nonrefundable education credit amount $857,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,610
Child tax credit amount $1,902,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $93,000
Number of returns with self-employment tax 1,060
Self-employment tax amount $3,973,000
Number of returns with total tax payments 7,520
Total tax payments amount $154,414,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 520
Refundable education credit amount $523,000
Number of returns with income tax 7,540
Income tax amount [10] $139,983,000
Number of returns with tax liability 7,540
Total tax liability amount [11] $144,814,000
Number of returns with net investment income tax 40
Net investment income tax $19,000
Number of returns with tax due at time of filing 2,660
Tax due at time of filing amount [12] $13,278,000
Number of returns with overpayments refunded 4,690
Overpayments refunded amount [13] $21,160,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $1,414,000

Adjusted Gross Income: $200,000 or more

Number of returns 5,050
Number of single returns 330
Number of joint returns 4,560
Number of head of household returns 140
Number of returns with paid preparer's signature 3,340
Number of exemptions 16,310
Number of dependents 6,700
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $2,216,620,000
Number of returns with total income 5,050
Salaries and wages amount $2,248,976,000
Number of returns with salaries and wages 4,760
Salaries and wages amount $1,568,553
Number of returns with taxable interest 3,760
Taxable interest amount $15,654
Number of returns with ordinary dividends 3,460
Ordinary dividends amount $47,000,000
Number of returns with qualified dividends 3,340
Qualified dividends amount [6] $35,534
Number of returns with state and local income tax refunds 2,520
State and local income tax refunds amount $6,652
Number of returns with business or professional net income (less loss) 1,070
Business or professional net income (less loss) amount $56,352,000
Number of returns with net capital gain (less loss) 3,330
Net capital gain (less loss) amount $216,159,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $23,345,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $27,931,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $243,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $11,142,000
Number of returns with partnership/S-corp net income (less loss) 1,460
Partnership/S-corp net income (less loss) amount $255,009,000
Number of returns with total statutory adjustments 1,600
Total statutory adjustments amount $32,356,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 310
Self-employment retirement plans amount $11,843,000
Number of returns with self-employment health insurance deduction 470
Self-employment health insurance deduction amount $7,072,000
Number of returns with IRA payments 70
IRA payments amount $625,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 110
Domestic production activities deduction amount $2,553,000
Number of returns with itemized deductions 4,960
Total itemized deductions amount $258,137,000
Amount of AGI for itemized returns $2,185,159,000
Number of returns with State and local income taxes 4,880
State and local income taxes amount $120,948,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $169,000
Number of returns with real estate taxes 4,690
Real estate taxes amount $33,971,000
Number of returns with taxes paid 4,960
Taxes paid amount $158,693,000
Number of returns with mortgage interest paid 4,200
Mortgage interest paid amount $52,385,000
Number of returns with contributions 4,580
Contributions amount $50,920,000
Number of returns with taxable income 5,050
Taxable income amount $1,912,724,000
Number of returns with income tax before credits 5,050
Income tax before credits amount $524,124,000
Number of returns with alternative minimum tax 3,070
Alternative minimum tax amount $15,232,000
Number of returns with total tax credits 2,500
Total tax credits amount $6,629,000
Number of returns with foreign tax credit 1,790
Foreign tax credit amount $3,189,000
Number of returns with child and dependent care credit 710
Child and dependent care credit amount $354,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 940
Self-employment tax amount $9,012,000
Number of returns with total tax payments 5,030
Total tax payments amount $525,462,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 5,050
Income tax amount [10] $517,494,000
Number of returns with tax liability 5,050
Total tax liability amount [11] $541,316,000
Number of returns with net investment income tax 2,800
Net investment income tax $7,451,000
Number of returns with tax due at time of filing 2,670
Tax due at time of filing amount [12] $55,090,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [13] $17,628,000
Number of returns with credit to next year’s estimated tax 520
Credited to next year’s estimated tax amount $20,993,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.